Top 6 financial advisors in Wichita, KS
We’ve curated a list of the best financial advisors in Wichita, take a look at it below
Find an advisor in Wichita| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,699,628,694 | 24 advisors | ||
| 2 | $721,277,792 | 21 advisors | ||
| 3 | $467,943,897 | 8 advisors | ||
| 4 | $326,647,044 | 8 advisors | ||
| 5 | $197,222,009 | 6 advisors | ||
| 6 | $146,909,208 | 7 advisors |
How we came up with this list
To generate our top financial advisors list in Wichita, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wichita. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Hightower 6m Holding, LLC
Hightower 6m Holding, LLC is a financial advisory firm based in Wichita, Kansas. It currently has approximately $1,699,628,694 of assets under management and employs about 24 people. Hightower 6m Holding, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$1,699,628,694
Headcount
24 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-122902
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Ima Wealth
Ima Wealth is a financial advisory firm based in Wichita, Kansas. It currently has approximately $721,277,792 of assets under management and employs about 21 people. Ima Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$721,277,792
Headcount
21 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-79108
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Redstone Advisors Inc
Redstone Advisors Inc is a financial advisory firm based in Wichita, Kansas. It currently has approximately $467,943,897 of assets under management and employs about 8 people. Redstone Advisors Inc uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$467,943,897
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-40186
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pinion Wealth Management, LLC
Pinion Wealth Management, LLC is a financial advisory firm based in Wichita, Kansas. It currently has approximately $326,647,044 of assets under management and employs about 8 people. Pinion Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor/referral fees.
Assets under management
$326,647,044
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR/REFERRAL FEES
SEC number
801-63322
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Agh Wealth Advisors, LLC
Agh Wealth Advisors, LLC is a financial advisory firm based in Wichita, Kansas. It currently has approximately $197,222,009 of assets under management and employs about 6 people. Agh Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and third party adviser referral fees.
Assets under management
$197,222,009
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
THIRD PARTY ADVISER REFERRAL FEES
SEC number
801-69091
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Hourly Consulting Services
Gentry Private Wealth
Gentry Private Wealth is a financial advisory firm based in Wichita, Kansas. It currently has approximately $146,909,208 of assets under management and employs about 7 people. Gentry Private Wealth uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$146,909,208
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-126629
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.